Flag at-risk fund balances and budget variances before they become a problem
Every Monday, WebRun opens Aplos, reads each fund's current balance and compares it to the approved budget, flags any fund with a negative balance, a budget overrun, or a variance exceeding 10 percent, logs the results in a risk Google Sheet, and sends your finance lead a Telegram alert so issues can be addressed before the next board meeting.
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What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.aplos.comin a real browser with your saved login - no setup, no API keys. -
1
Aplos - read fund balances and budget actuals
aplos.com How to Automate Aplos
WebRun opens Aplos to read fund balances and budget actuals. - Open Aplos and navigate to Fund Accounting and the budget section
- Pull the current balance for each active fund
- Compare each fund's year-to-date actual spending to the approved budget
- Flag any fund with a negative balance
- Flag any fund with a budget variance greater than 10 percent or with spending ahead of budget pace
- Note fund name, current balance, budget, actual, and variance percentage for each flagged item
Done when Every fund with a negative balance or material variance is listed with full details.
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2
Google Sheets - log risk worklist with variance details
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log risk worklist with variance details. - Open the budget risk Google Sheet
- Append a row for each at-risk fund with fund name, balance, budget, actual, variance, and risk category
- Highlight negative-balance funds in red and overspent funds in orange
- Archive prior-week flags for trend comparison
Done when The risk sheet has a current, color-coded entry for every flagged fund with trend context.
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3
Telegram - alert finance lead to high-risk items
telegram.org How to Automate Telegram
WebRun opens Telegram to alert finance lead to high-risk items. - Send a Telegram message to the finance lead listing the count of at-risk funds and the top three by severity
- Include the fund name, variance, and current balance for each top item
- Link to the risk Google Sheet for full detail
Done when Finance lead receives a Telegram alert with a summary of this week's at-risk funds.
How do I automatically flag at-risk fund balances and budget variances in Aplos?
WebRun opens Aplos every Monday, reads every fund's current balance and year-to-date budget actuals, and flags any fund with a negative balance or a variance above 10 percent. The results are logged in a color-coded Google Sheet and a Telegram alert reaches your finance lead with the top risks so issues are caught well before the next board meeting.
- Negative fund balances caught and flagged within hours, not at month-end
- Budget variance worklist delivered every Monday without manual review
- Week-over-week trend data retained in Google Sheets for board reporting
Built for nonprofit finance directors · church controllers · nonprofit board treasurers · fund accounting managers
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
What counts as a material variance for flagging purposes?
By default, any fund with a budget variance above 10 percent or a negative balance is flagged. You can adjust the variance threshold during setup to match your organization's risk tolerance.
Does it make any changes in Aplos automatically?
No. WebRun reads data from Aplos and reports what it finds. All budget corrections, journal entries, and fund transfers are made by your finance team after reviewing the worklist.
Can it track variance trends week over week?
Yes. It archives each week's flags in the Google Sheet so you can see whether a variance is improving or worsening from one week to the next.
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